WSR

Whitestone REIT
WSR

Overview Fund Activity

160 hedge funds and large institutions have $258M invested in Whitestone REIT in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 31 closing their positions.

Holders
160
Holders Change
-16
Holders Change %
-9.09%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
64
Reduced
49
Closed
31
Calls
$3.48M
Puts
$456K
Net Calls
+$3.02M
Net Calls Change
-$604K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.05M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.82M
3
Axa
3
Axa
France
$736K
4
CP
4
CenterBook Partners
Connecticut
$1.46M
5
DWM
5
Dakota Wealth Management
Florida
$632K

Top Sellers

1
DG
1
DigitalBridge Group
Florida
$0
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
HS
3
Hazelview Securities
Ontario, Canada
$6.42M
4
LOAMU
4
Lombard Odier Asset Management (USA)
New York
$0
5
BlackRock
5
BlackRock
New York
$64.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
176
HSBC Holdings
United Kingdom
– – -12,047 Closed
State of Wisconsin Investment Board
177
State of Wisconsin Investment Board
Wisconsin
– – -11,261 Closed
Bank of Nova Scotia
178
Bank of Nova Scotia
Ontario, Canada
– – -10,179 Closed
CCM
179
Chilton Capital Management
Texas
– – -4,000 Closed
UFF
180
USA Financial Formulas
Michigan
– – -2,282 Closed
SWM
181
Spire Wealth Management
Virginia
– – -2,100 Closed
COCM
182
Charter Oak Capital Management
New Hampshire
– – -2,080 Closed
HIM
183
Hillsdale Investment Management
Ontario, Canada
– – -900 Closed
LC
184
Lindbrook Capital
California
– – -838 Closed
S
185
SignatureFD
Georgia
– – -507 Closed
FGAM
186
Financial Gravity Asset Management
Texas
– – -220 Closed
EI
187
Ellevest Inc
New York
– – -54 Closed
STCOSD
188
Sageworth Trust Company of South Dakota
South Dakota
– – -21 Closed
BTI
189
Blue Trust Inc
Georgia
$0 35 – –
Wolverine Trading
190
Wolverine Trading
Illinois
– – – –
Jane Street
191
Jane Street
New York
– – – –
CFGS
192
Concourse Financial Group Securities
Alabama
– – – –
Citadel Advisors
193
Citadel Advisors
Florida
– – – –
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$0 30 +30 New
Loomis, Sayles & Company
195
Loomis, Sayles & Company
Massachusetts
$0 47 +47 New
4 5 6 7
8